United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Chapter 138
MASSDC - Mass Change Member Dues Code

The MASSDC - Mass Change Member Dues Code menu option allows you to change the dues code for all the members having that dues code.

Note
This procedure is NOT the process that you should use to change member dues code rates. You should only use this procedure when you want to actually change the dues code assigned to members.

A list of the affiliate's dues codes are displayed. For each dues code, the number of members having that dues code is shown.

You are then asked for the dues code that you want to change.

You can then create a report of all the members having that dues code or continue on to actually change the dues code to another dues code.

The procedure finds all members having the dues code that is to be changed, and changes the dues code to the specified dues code. 



            +----------Setup & Maintenance Functions-----------+ 
            |  HOLIDAY        Affiliate Holiday Maintenance    | 
            |  SELCTRCPT      Receipt Format Selection         | 
            |  DUESMAINT      Dues Code Maintenance            | 
            |  FINMAINT       Finance Code Maintenance         | 
            |  STSUPDATE      Maintain Status Update Flag      | 
            |  CHECKOFFMAINT  Checkoff Type Maintenance        | 
            |  REFDISPATCHMN  Referral/Dispatch Info Maint     | 
            |  DROPUNABLE     Drop Unable-to-Reach Setup       | 
            |  APPRENLVL      Apprentice Levels Maintenance    | 
            |  APPRENTREFER   Apprentice Referral Info Maint   | 
            |  CUSTOMSKILL    Custom Skill Type Maintenance    | 
            |  SKILLMAINT     Skill Code Maintenance           | 
            |  WORKLISTMAINT  Work List Code Maintenance       | 
            |  AFFLETTERMN    Affiliate Letter Maintenance     | 
            |  AFFBRANCHMN    Affiliate Branch Maintenance     | 
            |  MBRBRANCH      Assign Members to Branch         | 
            |  EMPLOYER       Add Employment Information       | 
            |  DATAREVIEW     Mass Data Review and Update      | 
            |  MASSAC         Mass Area Code Change            | 
            |  MASSDC         Mass Change Member Dues Code     | 
            |  MASSCRAFT      Mass Change Member Craft         | 
            |  AFFDFLTS       Defaults Maintenance             | 
            |  CRAFTMAINT     Affiliate Crafts Maintenance     | 
            |  PRINTER        Set Up PC Printer Definitions    | 
            +--------------------------------------------------+

This chapter describes how to change member dues codes in mass.

138.1 Mass Change Member Dues Codes Entry Screen

After you select the MASSDC menu option, the following input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Include Members in Local  : 
 
Mass Change Dues Code From: 
 
Action                    : 
 
 
 
 
 
 
Include members in local? ________ 
 
 
<ESC>=Exit                Mass Change Member Dues Code       <F2>=Back <F1>=Help

138.2 Mass Member Dues Code Changes Entry Prompts

The prompts used for entering data to change members' dues codes are described in the following sections.

Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.

You are asked for the affiliate ID of the local you want to work with. 



 Include members in local? ________

The local affiliate ID is required. The affiliate must be active, and exist in the affiliate file. You can enter the affiliate number or enter the entire affiliate ID.

After the affiliate ID is entered, the affiliate name is displayed.

Dues Code to Change

A menu of dues codes along with the number of active members having that dues code is displayed, and you are asked to select the dues code that you want to change. 



   +---------------Select Dues Code for Mass Change----------------+ 
   |                                                               | 
   |  From Aff Dues Code  Description                    Members   | 
   |  UBC01111 ABC        ABC test                             1   | 
   |  UBC01111 AINSURANCE A - Insurance                        3   | 
   |  UBC01111 APPR4_DUES Apprentice 4 dues                    1   | 
   |  UBC01111 DISABLEIN  Section50 Disabled with Insura       1   | 
   |  UBC01111 HONORARYIN Honorary with Insurance              4   | 
   |  UBC01111 JOUR_DUES  Journeyman dues                     14   | 
   +---------------------------------------------------------------+

Select one of the dues codes from the menu.

Action

After you have selected the dues code that you want changed, you are asked what you want to do next.

Select "Create Report of Members" to create a report of the members that have the dues code that you want to change.

Select "Mass Change Dues Code" to actually continue and change the members' dues codes. You will be asked for the dues code that you want to change to. 



   +-----------Action------------+ 
   |  Create Report of Members   | 
   |  Mass Change Dues Code      | 
   +-----------------------------+

Select one of the menu options.

138.2.1 Report of Members

If you selected "Create Report of Members" to create a report of the members that have the dues code that you want to change, you are asked if you want to proceed. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to create the report.

Select "No" to return to the previous prompt.

Report Example

The following is an example of a member list: 


09-Nov-2011  United Brotherhood of Carpenters and Joiners of America      Page 1 
                          Mass Change Member Dues Code 
           Members Assigned Code UBC01111 AINSURANCE -- A - Insurance 
 
Class      UBC ID      Last Name                      First Name 
---------- ----------- ------------------------------ -------------------------- 
INSERVICE  U-4431-1689 Cape Jr                        Dale 
 
LIFE       U-5771-0920 Browning                       Casper 
           U-3689-5042 Stevens                        Teddy

138.2.2 Change Dues Code

If you selected "Mass Change Dues Code" to actually continue and change the members' dues codes, you are asked for the dues code that you want to change to.

Dues Code to Change To

A menu of dues codes that you can change to is displayed, and you are asked to select the dues code to change to. 



 +--------------------Change to Dues Code----------------------+ 
 |                                                             | 
 |  From Aff Dues Code  Description                     Rate   | 
 |  UBC01111 50ARETIRED Retired Member Dues - Sect 50A  6.00   | 
 |  UBC01111 50DISABLED Section 50 Disabled Dues        6.00   | 
 |  UBC01111 APPR1_DUES Apprentice 1 dues              21.00   | 
 |  UBC01111 APPR2_DUES Apprentice 2 dues              22.25   | 
 |  UBC01111 BINSURDUES B - Insurance, Dues            14.00   | 
 |  UBC01111 DISABLEIN  Section50 Disabled with Insura 11.00   | 
 |  UBC01111 HONORARY   Honorary - no Insurance         0.00   | 
 |  UBC01111 HONORARYIN Honorary with Insurance         5.00   | 
 |  UBC01111 JOUR_DUES  Journeyman dues                25.00   | 
 |  UBC01111 MDUES      Minimum Dues Allowed with Disp 20.00   | 
 |  UBC01111 RETIRED    Retired Member Dues             6.00   | 
 |  UBC01111 RETIREDIN  Section50 Retired with Insuran 11.00   | 
 |  ...                                                        | 
 +-------------------------------------------------------------+

Select one of the dues codes from the menu.

Proceed With Change

After you have selected the dues code to change to, the information is displayed on the screen and you are asked if you want to proceed with the actual dues code change. 



  Include Members in Local  : UBC01111 -- Pala Mesa Valley 
 
  Mass Change Dues Code From: UBC01111 ABC -- ABC test 
 
  Action                    : Mass Change Dues Code 
 
  Mass Change Dues Code To  : UBC01111 JOUR_DUES -- Journeyman dues 
 
 
 
   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to proceed with the dues code change.

Select "No" to return to the previous prompt.

If "Yes", the members' dues codes are changed.

After the changes are made, a message is displayed on the bottom of the screen. For example: 



                Members with code ABC.  Changed: 3  Skipped: 1 
                        Press the RETURN key to continue

A list of any members who are skipped is created for your review. For example: 



09-Nov-2011ed Brotherhood of Carpenters and Joiners of America Page 1 
                     Mass Change Member Dues Code 
 
Change From: UBC01111 ABC -- ABC test 
Change To  : UBC01111 ABCD -- ABCD test 
 
The following members did not have their dues code changed because 
the selected new code did not meet the constitutional minimum rate 
for the member. 
 
UBC ID      Last Name                      First Name 
----------- ------------------------------ -------------------------- 
U-5933-6839 Chairback                      Sam

Chapter 139
MASSCRAFT - Mass Change Member Craft

The MASSCRAFT - Mass Change Member Craft menu option allows you to select members by entry parameters, and then create a report and/or change the craft codes. You will also be able to mass remove skill codes from members that are selected. 



            +----------Setup & Maintenance Functions-----------+ 
            |  AFFMAINT       Affiliate Maintenance            | 
            |  SELCTRCPT      Receipt Format Selection         | 
            |  DUESMAINT      Dues Code Maintenance            | 
            |  FINMAINT       Finance Code Maintenance         | 
            |  STSUPDATE      Maintain Status Update Flag      | 
            |  CHECKOFFMAINT  Checkoff Type Maintenance        | 
            |  REFDISPATCHMN  Referral/Dispatch Info Maint     | 
            |  DROPUNABLE     Drop Unable-to-Reach Setup       | 
            |  APPRENLVL      Apprentice Levels Maintenance    | 
            |  APPRENTREFER   Apprentice Referral Info Maint   | 
            |  CUSTOMSKILL    Custom Skill Type Maintenance    | 
            |  SKILLMAINT     Skill Code Maintenance           | 
            |  WORKLISTMAINT  Work List Code Maintenance       | 
            |  AFFLETTERMN    Affiliate Letter Maintenance     | 
            |  AFFBRANCHMN    Affiliate Branch Maintenance     | 
            |  MBRBRANCH      Assign Members to Branch         | 
            |  EMPLOYER       Add Employment Information       | 
            |  HOLIDAY        Affiliate Holiday Maintenance    | 
            |  DATAREVIEW     Mass Data Review and Update      | 
            |  MASSAC         Mass Area Code Change            | 
            |  MASSDC         Mass Change Member Dues Code     | 
            |  MASSCRAFT      Mass Change Member Craft         | 
            |  AFFDFLTS       Defaults Maintenance             | 
            |  CRAFTMAINT     Affiliate Crafts Maintenance     | 
            |  PRINTER        Set Up PC Printer Definitions    | 
            +--------------------------------------------------+

This chapter explains how to change affiliate craft codes for selected members.

139.1 Mass Change Member Craft Input Screen

After MASSCRAFT is selected from the menu, the mass change member craft screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate    : 
 
Dues Code    : 
 
Skill Code   : 
 
Employer     : 
 
Current Craft: 
 
New Craft    : 
 
 
 
 
 
 
 
Local Affiliate ID? ________ 
 
 
<ESC>=Exit                  Mass Change Member Craft         <F2>=Back <F1>=Help

Local Affiliate ID

You are asked for the affiliate ID of the local that you want to work with. 



 Local Affiliate ID? ________

The affiliate ID is required. The affiliate must be active, and exist in the affiliate file. You can enter the affiliate number or enter the entire affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

Dues Code

You can select members by dues code. The affiliate's dues codes are displayed, and you are asked for the dues codes that you want to include. 



   +--------Include Members With Dues Code---------+ 
   |  Include All Dues Codes                       | 
   |-----------------------------------------------| 
   |  50ARETIRED  Retired Member Dues - Sect 50A   | 
   |  50DISABLED  Section 50 Disabled Dues         | 
   |  HONORARYIN  Honorary with Insurance          | 
   |  JOUR_ALL    Journeyman counter dues          | 
   |  RETIREDIN   Section50 Retired with Insuran   | 
   +-----------------------------------------------+

Select "All" to include members with any dues code, or select a specific dues code from the menu.

Skill Code

You can select members by skill code. The skill codes are displayed, and you are asked for the skill codes that you want to include. 



   +---------Include Members With Skill Code----------+ 
   |  Include All Skill Codes                         | 
   |--------------------------------------------------| 
   |  UBC01444  1444TOOL  1444 Tool                   | 
   |  UBC01444  2030      Blue Print Reading I & II   | 
   |  UBC01444  2235      Vinyl Siding Trng           | 
   |  UBC01444  APP_WORK  General apprentice skills   | 
   |  UBC01444  CABINETS  Cabinet work (1444)         | 
   |  UBC01444  CARPET    Carpet aff 4444             | 
   |  ...                                             | 
   +--------------------------------------------------+

Select "All" to include members with any skill code, or select a specific skill code from the menu.

Employer

You can select members by employer. 



 Include members assigned to employer? _________________________________________ 
 
                Enter "ALL" if you want to select all employers

Enter "All" to include all employers, or enter an employer.

Current Craft

You can select members by their current craft code. The craft codes are displayed, and you are asked for the crafts that you want to include. 



   +Include Members Currently Assigned to Craft-+ 
   |  Include All Member Crafts                 | 
   |--------------------------------------------| 
   |  CARPENTER        Construction Carpentry   | 
   |  CAULKER          Construction Caulker     | 
   +--------------------------------------------+

Select "All" to include all member crafts, or select a specific craft from the menu.

New Craft

The available craft codes are displayed, and you are asked for the craft that you want to change the selected members to. 



   +-------------------------------New Craft-------------------------------+ 
   |                                                                       | 
   |  Craft Code       Description                                         | 
   |  CARPENTER        Construction Carpentry                              | 
   |  DOOR             Door Carpentry                                      | 
   |  CAULKER          Construction Caulker                                | 
   |  CONCRETE         Concrete Forming                                    | 
   |  ELECTRIC         Electrician                                         | 
   |  FLAGGER          Flagger                                             | 
   |  ROUGH            Rough Carpentry                                     | 
   |  PLASTERER        Plasterer                                           | 
   |  DIVER-MED        Diver Medical Technician                            | 
   |  FINISH           Finish Carpentry                                    | 
   +-----------------------------------------------------------------------+

Select "All" to include all member crafts, or select a specific craft from the menu.

Remove Skill Code

If you selected members by a specific skill code, you are asked if you want to remove the selected skill code from each member. 



   When member craft is changed, should skill code 
   xxxxxxxxx be removed from each of the members? 
   +--------+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to remove the skill code for each member.

Select "No" to leave the skill code.

If "Yes", the skill code will be removed when the member craft is changed.

Proceed

You are asked if you want to proceed. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to continue with member selection.

Select "No" to return to the previous prompt.

If "Yes", the members will be selected, and you can create a report of the members and/or continue on with the craft changes.

139.2 Option

The number of members that have been selected is displayed, and you are asked what you want to do next. 



   +--------------------Option--------------------+ 
   |  Create Report of Members That Will Change   | 
   |  Change Member Crafts                        | 
   |----------------------------------------------| 
   |  Finished With Selected Members              | 
   +----------------------------------------------+ 
                                Members selected: 1

You can create a report of the selected members or continue on with the craft change.

Select one of the menu options.

If you elect to change member crafts, the changes are made and the following is displayed: 



                           Total members changed: 1 
                        Press the RETURN key to continue

You are returned to the affiliate prompt so that you can make more changes if needed.

Report Example

The following is an example of the report that is created for the selected members: 


06-Apr-2013  United Brotherhood of Carpenters and Joiners of America      Page 1 
                          UBC01111 -- Pala Mesa Valley 
                            Mass Change Member Craft 
                                   04/06/2013 
 
Included members with dues code    : Include All Dues Codes 
Included members with skill code   : UBC01111  1111TOOL  1111 Tool Work 
Included members at employer       : Include All Employers 
Included members with current craft: ROUGH  Rough Carpentry 
Changing members to new craft      : FLAGGER  Flagger 
Removing selected skill code from members: Yes 
 
UBC ID      Member Name               Current Craft   Employer        Dues Code 
----------- ------------------------- --------------- --------------- ---------- 
U-5934-1180 MacDonald, Ronald C       ROUGH           JOHNSON         JOUR_DUES

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